Adrian is a tax and commercial lawyer. He specialises in the tax and legal affairs of high-net-worth individuals, family offices, and private clients. He also provides his expertise directly to accountants and other solicitors.
𝐁𝐀𝐂𝐊𝐆𝐑𝐎𝐔𝐍𝐃
Adrian has over 16 years' private practice experience providing advice in tax and private wealth structuring, and additionally, has worked as a Tax Avoidance Taskforce - Tax Specialist, in an Executive Leadership role at the Australian Taxation Office (ATO). His clients have access to his deep knowledge and understanding of the ATO when assisting with their tax disputes.
Adrian has also worked as a lecturer at Curtin Law School in both undergraduate (Bachelor of Laws) and postgraduate (Master of Tax) degrees. He is a regular presenter at CPD seminars, and for a number of years he was a contributing author to the subject notes and assessments of the CFP® professional designation program.
Adrian is a member of the Taxation committee of the Law Society of Western Australia and the Taxation Committee of the Law Council of Australia.
𝐄𝐗𝐏𝐄𝐑𝐓𝐈𝐒𝐄 𝐀𝐍𝐃 𝐏𝐑𝐀𝐂𝐓𝐈𝐂𝐄
Adrian is instructed by clients who need solutions to complex tax, trusts, asset protection, SMSF, and legal problems for their businesses and investments including reviews, audits and litigation conducted by the ATO.
He also advises on the restructure of private groups, trading and investment vehicles to implement families’ succession and estate plans.
𝐐𝐔𝐀𝐋𝐈𝐅𝐈𝐂𝐀𝐓𝐈𝐎𝐍𝐒
• Chartered Tax Adviser (CTA) - The Tax Institute
• Trust & Estate Practitioner (TEP) - STEP
• Professional Member (PMESA) - Economics Society of Australia
• Bachelor of Laws
• Bachelor of Commerce (Economics & Financial Planning)
• Graduate Diploma of Legal Practice
• Master of Applied Finance (Investment Management & Financial Planning)
• Admitted as a lawyer of the Supreme Court of Western Australia and High Court of Australia.